L HEART FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- L HEART FOUNDATION INC (EIN 81-0522506)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-30
- IRS object ID
- 202012749349100211
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-30T09:21:44-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810347988 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holmes & Turner | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1283 N 14th Avenue Ste 201 | AddressLine1Txt |
| City | Bozeman | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810522506 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L HEART FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LHEA | BusinessNameControlTxt |
| Phone | 4066824424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1Txt |
| City | MCALLISTER | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINN W KRIEG | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2020-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laura Thomas | PreparerPersonNm |
| PTIN | P00516147 | PTIN |
| Phone | 4065874265 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $187 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $187 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $187 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $55,315 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,315 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $55,315 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$39,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $246,889 | GrossSalesPriceAmt |
| Total Rev And Expnss | $15,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,502 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $55,502 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $20 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,149 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,149 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,745 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,745 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,745 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,914 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,914 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $139,144 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,144 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,058 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,058 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$131,444 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,588 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $55,502 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $76,339 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,327 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $1,443,288 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,343,856 | CorporateStockEOYAmt |
| Total Assets BOY | $1,519,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,388,183 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,519,627 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,519,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,388,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,519,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,388,183 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,519,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$131,444 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,388,183 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,388,183 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Kraft Heinz | P | 2018-10-05 | 2019-05-20 | $55,083 | $97,801 | -$42,718 | -$42,718 |
| Wabtec | P | 2019-02-26 | 2019-12-31 | $3,169 | $3,501 | -$332 | -$332 |
| Advansix | P | 2010-01-01 | 2019-12-12 | $46,668 | $45,381 | $1,287 | $1,287 |
| Electronic Arts | P | 2017-12-13 | 2019-12-31 | $58,287 | $58,985 | -$698 | -$698 |
| Garrett Motion | P | 2009-11-24 | 2019-12-12 | $676 | $293 | $383 | $383 |
| Kinder Morgan | P | 2010-01-01 | 2019-09-30 | $40,884 | $63,924 | -$23,040 | -$23,040 |
| Resideo Techs | P | 2009-11-24 | 2019-12-12 | $1,296 | $779 | $517 | $517 |
| Visa | P | 2014-05-30 | 2019-01-30 | $40,826 | $16,113 | $24,713 | $24,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$39,888 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$43,050 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $952 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $952 | SubtotalAmt |
| Tax Based On Investment Income | $952 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,680 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $2,726 | OverpaymentAmt |
| Applied To ES Tax | $2,726 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINN W KRIEG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4066824424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 160 | AddressLine1Txt |
| City | MCALLISTER | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LINN W KRIEG | ||||||
| PO BOX 160 | MCALLISTER | MT | 59740 | Director | 0.00 | $0 |
| PENELOPE M HENNING | ||||||
| BOX 1024 | BOZEMAN | MT | 59771 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,428,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,292 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,500,496 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,500,496 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,507 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,462,989 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,149 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,149 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $952 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $952 | TotalTaxAmt |
| Distributable Before Adj | $122,197 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $122,197 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $122,197 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,058 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $147,058 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $147,058 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,197 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $117,375 | UndistributedIncomePYAmt |
| Qualifying Distributions | $147,058 | QualifyingDistributionsAmt |
| Applied To Year1 | $117,375 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,683 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $92,514 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DUCKS UNLIMITED | ||||||||||||
| One Waterfowl Way | Memphis | TN | 38120 | NONE | FURTHER TAX EXEMPT PURPOSE | $20,000 | ||||||
| EAGLE MOUNT | ||||||||||||
| 6901 Goldenstein Lane | Bozeman | MT | 59715 | NONE | FURTHER TAX EXEMPT PURPOSE | $5,000 | ||||||
| SALVATION ARMY | ||||||||||||
| 32 S Rouse Ave | Bozeman | MT | 59715 | NONE | FURTHER TAX EXEMPT PURPOSE | $5,000 | PC | |||||
| Madison Valley Library | ||||||||||||
| 210 Main Street | Ennis | MT | 59729 | NONE | FURTHER TAX EXEMPT PURPOSE | $5,000 | PC | |||||
| MONTANA FOOD BANK | ||||||||||||
| 5625 Expressway | Missoula | MT | 59808 | NONE | FURTHER TAX EXEMPT PURPOSE | $1,500 | PC | |||||
| MADISON VALLEY MANOR | ||||||||||||
| 211 N Main | Ennis | MT | 59729 | Further Tax Exempt Purpose | $5,000 | PC | ||||||
| LA CASA MISSION | ||||||||||||
| NONE | FURTHER TAX EXEMPT PURPOSE | $1,000 | PC | 55 Avenida entre Avenida Juarez y c | Cozumel Centro | Cozumel | MX | 77600 Cozumel, | ||||
| Heifer International | ||||||||||||
| 1 World Avenue | Little Rock | AR | 72202 | NONE | FURTHER TAX EXEMPT PURPOSE | $13,000 | ||||||
| National Wildlife Federation | ||||||||||||
| PO Box 1583 | Merrifield | VA | 22116 | NONE | FURTHER TAX EXEMPT PURPOSE | $1,000 | ||||||
| The Nature Conservancy | ||||||||||||
| 40 E Main St 200 | Bozeman | MT | 59715 | NONE | FURTHER TAX EXEMPT PURPOSE | $2,700 | PC | |||||
| Heart of the Valley | ||||||||||||
| 1549 East Cameron Bridge R | Belgrade | MT | 59714 | NONE | FURTHER TAX EXEMPT PURPOSE | $2,500 | PC | |||||
| National Parks Construction Associa | ||||||||||||
| 777 6th Street NW Suite 700 | Washington DC | DC | 20001 | NONE | FURTHER TAX EXEMPT PURPOSE | $2,019 | PC | |||||
| Madison Valley Medical Center | ||||||||||||
| 305 N Main | Ennis | MT | 59729 | NONE | FURTHER TAX EXEMPT PURPOSE | $20,000 | PC | |||||
| MVMC Foundation | ||||||||||||
| 305 N Main | Ennis | MT | 59729 | NONE | Further Tax Exempt Purpose | $10,000 | PC | |||||
| St Labre Indian School | ||||||||||||
| 1000 Tongue River Road | Ashland | MT | 59003 | NONE | FURTHER TAX EXEMPT PURPOSE | $1,750 | PC | |||||
| Montana Friends of MT PBS | ||||||||||||
| PO Box 10715 | Bozeman | MT | 59719 | NONE | FURTHER TAX EXEMPT PURPOSE | $1,000 | PC | |||||
| American Indian College Foundation | ||||||||||||
| 8333 Greenwood Blvd | Denver | CO | 80221 | NONE | FURTHER TAX EXEMPT PURPOSE | $3,000 | PC | |||||
| Madison Wranglers 4-H Club | ||||||||||||
| 7100 Connecticut Ave | Chevy Chase | MD | 20815 | NONE | FURTHER TAX EXEMPT PURPOSE | $1,500 | PC | |||||
| National Adubon Society | ||||||||||||
| 225 Varick Street | New York | NY | 10014 | NONE | FURTHER TAX EXEMPT PURPOSE | $3,000 | PC | |||||
| American Farmland Trust | ||||||||||||
| 1150 Connecticut Ave NW | Washington | DC | 20036 | NONE | Further Tax Exempt Purposes | $6,000 | PC | |||||
| Madison Valley Ranchlands Group | ||||||||||||
| PO Box 330 | Ennis | MT | 59729 | NONE | Further tax exempt purpose. | $3,175 | PC | |||||
| Ocean Conservancy | ||||||||||||
| 1300 19th Street NW | Washington | DC | 20036 | NONE | Further tax exempt purpose. | $500 | PC | |||||
| Wounded Warrior Project | ||||||||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | NONE | Further tax exempt purpose. | $500 | PC | |||||
| Whale Trust | ||||||||||||
| PO Box 243 | Makawao | HI | 96768 | Further tax exempt purpose. | $25,000 | PC | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $139,144 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $187 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $55,315 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$39,888 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,614 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,614 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $20 | LegalFeesAmt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Advisory Fees | Desc |
| Revenue And Expenses Per Books | $1,745 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,745 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,745 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| $1,824 | $1,824 | $1,824 |
| $3,680 | $3,680 | $3,680 |
| $645 | $645 | $645 |
Comments